Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-962
Closed -$56.1K 553
2025
Q1
$56.1K Sell
962
-80
-8% -$4.66K 0.02% 229
2024
Q4
$60.3K Hold
1,042
0.02% 246
2024
Q3
$46.1K Hold
1,042
0.01% 288
2024
Q2
$38.8K Hold
1,042
0.01% 288
2024
Q1
$39.8K Buy
1,042
+10
+1% +$382 0.01% 289
2023
Q4
$47.2K Hold
1,032
0.02% 266
2023
Q3
$29.9K Sell
1,032
-25
-2% -$724 0.01% 324
2023
Q2
$42.6K Hold
1,057
0.02% 263
2023
Q1
$47.5K Sell
1,057
-295
-22% -$13.3K 0.02% 225
2022
Q4
$38.5K Sell
1,352
-80
-6% -$2.28K 0.02% 249
2022
Q3
$51K Sell
1,432
-295
-17% -$10.5K 0.03% 226
2022
Q2
$57K Sell
1,727
-863
-33% -$28.5K 0.03% 238
2022
Q1
$119K Buy
2,590
+1,777
+219% +$81.6K 0.05% 183
2021
Q4
$84K Buy
813
+528
+185% +$54.6K 0.03% 221
2021
Q3
$22K Buy
+285
New +$22K 0.01% 373